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PROP 19 & YEAR-END TAX TIPS

(Transferring property taxes)

Get the latest expert insights to make the most of Prop 19 and a few end-of-year tax strategies!
 Whether you’re a homeowner, investor, or just looking to optimize your tax savings, this seminar has the information you need to close out the year with confidence.

What You’ll Learn:
  • Prop 19 Essentials: Understand the impacts on property tax savings, inheritance, and tax base transfers.
  • Year-End Tax Tips: Practical, actionable steps to reduce your tax liability before December 31st.
  • Personalized Q&A: Ask our CPA all your questions and get tailored advice.

Spaces are limited, so don’t miss this opportunity to secure your financial future with expert guidance!

9:30 AM - 11:00 AM

DECEMBER 7, 2024

 
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TRUST & ESTATE PLANNING

Plan Today, Protect Tomorrow! Join us for an in-depth seminar on Trust and Estate Planning to learn how to secure your legacy, protect your assets, and ensure your wishes are honored.

Key Topics Covered:
  • Estate Planning Essentials: Learn about trusts, wills, and how they impact your financial future.
  • Asset Protection: Strategies to safeguard your investments and personal assets.
  • Tax Implications: Minimize taxes on your estate and maximize your legacy.
  • Family & Legacy Planning: Ensure peace of mind for you and your loved ones with clear, actionable guidance.

Led by experienced estate planning professionals, this seminar offers you the insights and tools needed to make informed decisions about your future.

9:30 AM - 11:00 AM

JANUARY 18, 2025

 
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RETIREMENT PLANNING SERIES

Plan Your Best Years Yet: Join Our Retirement Seminar Series

Join us for an exclusive Retirement Seminar Series, where we’ll connect you with experts from top retirement communities across the nation to help you find your perfect home for the next chapter of your life.


What to Expect:
  • Insider Insights: Learn from representatives of popular retirement communities about amenities, lifestyle options, and the unique advantages each community offers.
  • Location Highlights: Discover the best retirement destinations, with firsthand information on cost of living, healthcare, and local activities.
  • Personalized Q&A: Get your questions answered directly by experts to make an informed decision on where to settle for a happy, fulfilling retirement.

Stay tuned—details coming soon on dates, speakers, and seminar locations!

 

Schedule To Be Determined

JANUARY 25, 2025

NOTIFY ME FOR FUTURE SEMINARS

By filling out this form, you’ll be the first to know about our upcoming seminars, workshops, and exclusive events. Whether you're interested in professional development, learning new skills, or networking opportunities, this is your chance to stay informed and get involved.

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